Access the Automations Modal in ClickUp

The Automations modal in ClickUp is the central place to view, manage, and create automations across your Workspace. This guide explains every way to open the Automations modal, which options you will see at each level, and how to quickly jump into building or editing automation workflows.

Use this walkthrough to understand how location, permissions, and existing automations affect what appears when you open the Automations modal, so you can work faster and keep your processes consistent.

What the ClickUp Automations Modal Does

The Automations modal in ClickUp helps you:

See all automations that apply to a specific Space, Folder, List, or task.
Turn automations on or off where available.
Create new automations from templates or from scratch.
Edit or duplicate existing automations.
Review who created an automation and where it lives.

The exact options and information shown will depend on where in your Workspace you open the modal and which level of the hierarchy you are using.

Ways to Open the Automations Modal in ClickUp

You can open the Automations modal from multiple locations inside ClickUp. The entry point you choose defines which automations are visible and what you can modify.

Open the ClickUp Automations Modal from a List or Board View

Accessing the Automations modal from a List or Board view lets you manage automations that affect the tasks in that specific List.

Navigate to the Space, Folder, and List you want to work in.
Open a List view or Board view.
In the view’s header, click the Automations button or icon.
The Automations modal opens, filtered to automations that apply to the current List and its tasks.

From here you can enable, disable, edit, or create automations that trigger when task fields are updated, statuses change, or other events occur within that List.

Open the ClickUp Automations Modal from a Task

You can open the Automations modal directly from an individual task. This is especially useful when you want to understand which automations will trigger on that task.

Open any task in your Workspace.
Look for the Automations button or automation icon in the task toolbar or header.
Click it to open the Automations modal.

The modal will show automations that can be triggered by changes to this task, based on the List and Space the task belongs to. You can usually follow links from the modal to view or adjust the underlying automation configuration.

Open the ClickUp Automations Modal from the Sidebar

Depending on your Workspace configuration and access, you can also open the Automations modal from the sidebar:

Select the Space, Folder, or List from the left sidebar.
Click the Automations option in the submenu or context menu.
The Automations modal opens, scoped to that level of the hierarchy.

This is helpful when you want an overview of automations configured at a broader level, such as a whole Space that contains multiple Folders and Lists.

Understanding ClickUp Hierarchy and the Automations Modal

The Automations modal respects the ClickUp hierarchy. What you see and can manage changes by level.

Space-Level Automations in ClickUp

When you open the Automations modal from a Space, you may see:

Automations created directly at the Space level.
Indicators that automations exist in child Folders or Lists.
Controls to add new automations that apply to multiple Lists within the Space (when available on your plan and with the right permissions).

This view is ideal for Workspace owners and admins who want to set standardized processes across many Lists.

Folder- and List-Level Automations in ClickUp

Opening the Automations modal at the Folder or List level focuses the view on automations that impact tasks under that location.

Folder level: Shows automations configured on the Folder and may show which Lists inherit or override them.
List level: Shows automations specific to the List, including triggers like new tasks, status changes, or field updates.

From this modal you can usually:

Create new automations tailored to that process.
Enable or pause existing automations.
Review automation details such as triggers, conditions, and actions.

Task-Level Automations in ClickUp

At the task level, the Automations modal is centered on how that single task interacts with your automated workflows.

You can typically:

See which automations will run when you update fields such as assignee, due date, or status.
Understand which Space, Folder, or List those automations belong to.
Quickly jump to the List-level configuration to adjust or review the automation logic.

How to Use the Automations Modal in ClickUp Efficiently

Once you open the Automations modal in ClickUp, use these steps to work efficiently:

Review existing automations: Scan the list to see automations that are active, their locations, and creators.
Filter or sort: Apply available filters to narrow automations by status, creator, or other options exposed in the modal.
Edit safely: Before changing a popular automation, confirm which Lists and teams rely on it.
Create new automations: Use template options or build from scratch directly from the modal, following the on-screen prompts for triggers and actions.
Test on a sample task: After saving changes, return to a test task and confirm that automations behave as expected.

Access Requirements and Plan Details

Access to the Automations modal in ClickUp can depend on your role and plan.

Some automation features might be limited to certain paid plans.
Workspace owners or admins may have broader access than members or guests.
Permissions at the Space, Folder, or List level can affect whether you are allowed to create or edit automations from the modal.

If you open the Automations modal and see restricted options, contact a Workspace admin to confirm your permission level or plan limits.

Tips to Keep ClickUp Automations Organized

As you access and configure automations through the modal, use these best practices:

Name automations clearly: Include the target List or process and the main trigger in the name.
Use consistent patterns: Keep similar automations grouped at the same hierarchy level.
Document complex flows: For multi-step workflows, maintain documentation alongside your automations using Docs or descriptions.
Review regularly: Periodically open the Automations modal at major Spaces to remove or update outdated automations.

Learn More About the Automations Modal in ClickUp

For full technical details on how the Automations modal works in ClickUp, including the latest interface updates, view the official documentation on the Help Center: Access the Automations modal.

If you need expert help implementing automation strategies, workflow design, or SEO-driven documentation for your team, you can also visit Consultevo for professional consulting services.

By understanding how to open and use the Automations modal in ClickUp from every level of your Workspace, you can create reliable, scalable workflows that save time and reduce manual work across your organization.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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